Broadcom
target weight4.43%
directionLong
roleAlternate Vehicle
4.43% long, down from 4.46% (-0.7%). Near-flat: the alignment firmed AVGO to 0.87 as 
the most resilient name in the rout, offsetting the thesis step.
vs 1.1.6-0.00 —
Theses funding this position
Every thesis whose alignment contributed weight here; edge weight is the thesis own confidence.
- held security
Broadcom- holding direction
Long- holding role
Alternate Vehicle- serves thesis
AI capex sustained but with China decoupling tail risk